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Lead CRM product ownership for North America distribution teams, translate business priorities into Salesforce requirements and roadmaps, partner with tech/data/operations to deliver solutions, promote data governance, drive adoption, change management, and measure business outcomes.

Provide operational and client support for high-net-worth wealth clients: manage transactions, account openings and maintenance, reporting, client communications, and liaise with advisors, portfolio managers, and operations while maintaining Salesforce records and ensuring regulatory compliance.

Drive distribution in Quebec by building and maintaining relationships with financial advisors, executing territory business plans, delivering presentations and events, providing advisor support, tracking sales activity in CRM, collaborating with internal stakeholders, and staying current on market and competitor trends to meet sales targets.

Support portfolio construction and trade execution for Asian-focused emerging market debt across rates, bonds and FX. Monitor exposures and risks, provide market research and trade recommendations, improve trading processes, liaise with middle-office/operations, and maintain sell-side relationships.

Provide legal advice and support for Neuberger Berman's U.S. registered funds (mutual funds, ETFs, closed-end funds). Draft and review registration statements, contracts, and marketing materials; advise portfolio managers and sales/marketing on regulatory and business matters; prepare board materials; liaise with regulators; and manage multiple priorities and implementations of new rules.

Build and maintain BI dashboards and reports, partner with business teams to translate requirements into SQL datasets, ensure governed data and visualization standards, manage BI tool lifecycle, and apply advanced analytics to uncover insights from complex data.

The Equity Research Analyst will conduct fundamental research, provide stock recommendations, engage with management teams, and contribute to portfolio construction with a focus on sustainability.

The role involves leading investment deals, performing valuations, preparing due diligence, and managing portfolio analysis while mentoring junior associates.

The role involves building and maintaining an analytics dashboard platform for Specialty Finance, leading AI initiatives, and collaborating with teams to deliver solutions meeting evolving requirements.

The Private Equity Program Associate will conduct due diligence on funds, analyze company data, and assist with marketing and client requests.